Templates
Workflow templates.
Deploy with one click.
Pick a ready-made automation and turn it on. Each one handles a real job your team does every week, right inside the tools you already use. Customize anything.
Automated Vanta Compliance Deadline Tracking
Every week, WebRun pulls audit dates, evidence deadlines, and control remediation due dates from Vanta and consolidates them into a shared deadline tracker with Slack alerts for anything due within 30 days.
FranConnect Franchisee Certification Expiry Tracker
WebRun checks FranConnect for certifications and training credentials expiring across your franchise network and alerts your compliance team in Slack before any location falls out of standard.
Automated Avionte ACA and Payroll Compliance Tracker
Every Monday, WebRun scans Avionte for upcoming ACA eligibility thresholds, WOTC screening windows, and payroll tax deadlines, then posts a prioritized compliance calendar to Slack so your back-office team never misses a filing.
iClassPro Automated Enrollment Renewal Reminders
Every week, WebRun checks iClassPro for enrollments expiring in the next 30 days and drafts re-enrollment reminder emails for staff to review and send, so no family drops off without a personal nudge.
Cents Automated Laundromat End-of-Day Reconciliation
Every night, WebRun pulls the day's POS totals and machine revenue from Cents, compares them to your expected figures, flags any gaps or voids, and posts a reconciliation digest to Slack before you close.
365 Retail Markets End-of-Day Reconciliation Digest
Every night, WebRun pulls each location's closing sales, payments, and cash totals from 365 Retail Markets ADM, compares them to expected figures, and posts a reconciliation digest to Slack so your finance team starts tomorrow knowing where the gaps are.
SwiftComply Automated Compliance Deadline Tracking
Every Monday, WebRun audits SwiftComply for devices, testers, and program submissions approaching their regulatory deadlines and posts a prioritized compliance calendar to Slack so your team knows what needs action this week.
Automated Retention Schedule Compliance Tracking
WebRun reviews retention schedules in O'Neil Stratus, identifies records that have reached their destruction date, and alerts your compliance team before any record is overdue for review.
Automated Buildertrend Compliance Deadline Tracker
Every week, WebRun scans active Buildertrend jobs for upcoming permit expiries, inspection deadlines, and lien waiver due dates, and posts a prioritised compliance calendar to Slack so nothing lapses.
Buildout Automated CRE Deal Deadline Tracker
WebRun tracks due diligence, financing contingency, and closing deadline dates in Buildout, and alerts the broker and coordinator before each deadline so no critical date slips.
Oracle MICROS Simphony End-of-Day Reconciliation
Each night, WebRun pulls Oracle MICROS Simphony end-of-day totals, compares them against your payment-processor settlements, and emails your finance team a reconciliation summary ready for review.
Automated talech End-of-Day Reconciliation
Each night, WebRun reads talech's end-of-day report, compares cash and card totals against expected drawer amounts, and emails you a reconciliation summary flagging any variances.
Automated GoTab End-of-Day Reconciliation Digest
Every night, WebRun closes out your GoTab session, reconciles payment totals by tender type, flags any variances, and sends the finance team a clean end-of-day report.
Automated Epos Now End-of-Day Reconciliation
Every evening, WebRun reads your Epos Now end-of-day totals, checks expected cash against actual, flags any discrepancy, and logs the result to Google Sheets.
Automated Lavu POS End-of-Day Reconciliation
Every night, WebRun reads your Lavu end-of-day close report, checks the cash drawer and card totals against expected, and posts a reconciliation summary to Slack so discrepancies are caught before the morning.
Heartland POS Automated End-of-Day Reconciliation
Each night, WebRun pulls Heartland's end-of-day batch totals, compares them to expected figures, flags any variances, and emails you a reconciliation digest ready for your books.
NCR Aloha Automated End-of-Day Reconciliation
Every night, WebRun pulls NCR Aloha end-of-day figures, compares cash drawer to expected totals, and logs any variances to Google Sheets so your manager can close out with confidence.
Automated Revel Systems End-of-Day Reconciliation
Each night, WebRun pulls Revel Systems end-of-day totals, compares them against expected figures, flags any cash or card discrepancies, and posts a reconciliation digest so your manager can close the books confidently.
SpotOn End-of-Day Reconciliation Automation
Every night, WebRun pulls SpotOn's end-of-day report, matches payments by tender type, and posts a reconciliation digest so you know exactly what cleared and what needs attention.
TouchBistro Automated End-of-Day Reconciliation
Every night, WebRun pulls TouchBistro's closing totals, matches them against your payment processor, and logs any gaps to Google Sheets.
Aplos Automated Disbursement Approval Routing
When a disbursement request above your threshold is entered in Aplos, WebRun drafts an approval request message for the designated board member and posts it to your approval Slack channel for review.
Addepar Fee Approval Routing Automation
Each month, WebRun reads advisory fee calculations from Addepar, drafts an approval request for each entity or billing group, and routes them to the right approver via Gmail for sign-off before any fee is charged.
Automated Leapfin Journal Entry Approval Routing
When Leapfin flags journal entries ready for posting, WebRun drafts an approval request and routes it to the correct reviewer in Slack based on entry type and amount.
Unit21 Automated AML Case Escalation Routing
When a Unit21 case is escalated, WebRun reads the case details, matches it to the correct senior compliance officer based on your routing rules, and drafts an escalation notification for your review before sending.
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